Lake Effect Wealth

0+
Downloads
Content rating
Everyone
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About this app

Access your Lake Effect Wealth portfolios and aggregate accounts held across various financial companies.
Updated on
Nov 20, 2023

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Personal info, Financial info and 2 others
Data is encrypted in transit
Data can’t be deleted

What’s new

Push Notifications:
- When the Lake Effect Wealth platform generates an alert that requires a Client’s attention, app users can now see the notification in their device's system tray, allowing them to get alerted without needing to log into the app.
- Clicking the notification will take the client into the Lake Effect Wealth mobile app.
- Push notifications can be toggled on and off in the app’s settings.

App support

Phone number
+18477160992
About the developer
CircleBlack, Inc.
appdev@circleblack.com
374 Congress St Ste 202 Boston, MA 02210-1822 United States
+1 619-885-1338

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